August update: Macro view remains unchanged

Willem Vinke discusses the funds' top contributors in August and provides his views on the macroeconomy.

BDI recovers: Has global manufacturing bottomed out?

Yutaka Uda discusses the current Japanese economy and provides a detailed market outlook.

Hong Kong’s property and retail sectors under pressure

Lilian Co reviews the performance of the Chinese market in August against various challenges.

Recession fears lead to a sharp bond rally

Eric Vanraes discusses global Central Bank's latest moves.

Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector

Citywire look at the top performing groups within each sector, considering performance of up to 7 years for the group awards.

Rebound or a real rotation?

Marc Craquelin comments on the market rebound, economic slowdown, the manufacturing sector's road to recovery and how economic activity might translate into significant upside potential.

Some strong H1 results despite equity markets’ lack of direction

Bertrand Faure provides an overview of the top and bottom contributors to the Fund.

A reluctant first Fed rate cut

Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.

The Federal Reserve yields

Eric Sturdza discusses the low volatility as investors adopt a 'wait and see' approach.

Federal Reserve provides a degree of certainty to market

Mitsuhiro Yuasa comments on the FRB's current monetary policy stance and the impact on Japan's economy.

July Update: More volatility to come?

Willem Vinke continues to maintain the Funds’ defensive portfolio positioning given the current environment.

Market moves sideways in July

Lilian Co on China's resilient domestic consumption despite the current economic headwind.